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Disclosery

Advisor OS, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor OS, LLC on MSFT, newest first. How the timeline and the estimate are built.

Advisor OS, LLC held 37,002 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,002 shares
    Change vs previous 13F -5,968 shares

    0.92% of the 13F portfolio, value $13,802,502.

    13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,970 shares
    Change vs previous 13F -209 shares

    1.15% of the 13F portfolio, value $15,906,343.

    13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,179 shares
    Change vs previous 13F +1,086 shares

    1.68% of the 13F portfolio, value $20,882,235.

    13F-HR 0001085146-26-000144 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,093 shares
    Change vs previous 13F +2,695 shares

    1.88% of the 13F portfolio, value $21,801,657.

    13F-HR 0001085146-25-005980 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,398 shares
    Change vs previous 13F +2,967 shares

    1.93% of the 13F portfolio, value $19,597,072.

    13F-HR 0001085146-25-005152 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,431 shares
    Change vs previous 13F -2,439 shares

    1.56% of the 13F portfolio, value $13,675,801.

    13F-HR 0001085146-25-002654 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,870 shares
    Change vs previous 13F +88 shares

    1.9% of the 13F portfolio, value $16,384,218.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,782 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $16,687,844.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).